HWM

Hemington Wealth Management Portfolio holdings

AUM $769M
1-Year Est. Return 13.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$398M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,848
New
Increased
Reduced
Closed

Top Buys

1
+$4.91M
2
+$3.57M
3
+$2.62M
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$2.55M
5
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$1.95M

Top Sells

1
+$1.02M
2
+$920K
3
+$759K
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$252K
5
VT icon
Vanguard Total World Stock ETF
VT
+$196K

Sector Composition

1 Technology 13.73%
2 Financials 3.77%
3 Healthcare 3.13%
4 Consumer Discretionary 2.62%
5 Industrials 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1251
$2K ﹤0.01%
133
+61
1252
$2K ﹤0.01%
71
+35
1253
$2K ﹤0.01%
59
+16
1254
$2K ﹤0.01%
30
+6
1255
$2K ﹤0.01%
25
+8
1256
$2K ﹤0.01%
178
+49
1257
$2K ﹤0.01%
30
+5
1258
$2K ﹤0.01%
17
+6
1259
$2K ﹤0.01%
10
1260
$2K ﹤0.01%
27
+6
1261
$2K ﹤0.01%
12
-1
1262
$2K ﹤0.01%
83
+23
1263
$2K ﹤0.01%
50
+18
1264
$2K ﹤0.01%
21
+7
1265
$2K ﹤0.01%
41
+15
1266
$2K ﹤0.01%
42
+3
1267
$2K ﹤0.01%
72
1268
$2K ﹤0.01%
3
+2
1269
$2K ﹤0.01%
62
1270
$2K ﹤0.01%
42
1271
$2K ﹤0.01%
25
+5
1272
$2K ﹤0.01%
453
+130
1273
$2K ﹤0.01%
88
+5
1274
$2K ﹤0.01%
90
1275
$2K ﹤0.01%
37
+20
49 50
51
52 53